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Apple Metrics: The Good and the Bad and What Apple Means to the Stock Market

November 4, 2018 Brian Gilmartin Leave a comment

At 4% of the SP 500 market cap and 10% of the Nasdaq QQQ’s, not to mention the 20% EPS…

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Posted in: Apple (AAPL)

5th Straight Week of SP 500 Earnings Yield Above 6%

November 3, 2018 Brian Gilmartin Leave a comment

With the 2.5% rally this week in the SP 500, the SP 500 “earnings yield” ended Friday, November 2nd, 2018…

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Posted in: 1994, 2019 SP 500 earnings, PE expansion / contraction, SP 500 Earnings Yield

How Did the Various Bond Market Asset Classes do in October ’18 ?

November 2, 2018 Brian Gilmartin Leave a comment

Check back in tomorrow morning for the weekly SP 500 earnings data, i.e. Saturday morning, November 3rd, 2018. One aspect…

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Posted in: 10-year Treasury yield, Bond Funds, Bond Market Liquidity, Bond Market(s)

SP 500 Revenue Growth: 2018 SP 500 Revenue Growth the Strongest in Past 7 Years

October 30, 2018 Brian Gilmartin Leave a comment

  Revenue Period S&P 500 Total 2020E 2019E 5.4% 2018E 8.4% 2017 6.6% 2016 1.1% 2015 -3.6% 2014 3.9% 2013…

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Posted in: 2018, 2019 SP 500 earnings, SP 500 Revenue Growth

It’s SP 500 Revenue Growth That May be the Issue

October 28, 2018 Brian Gilmartin Leave a comment

  David I. Templeton of Horan Capital Advisors out of Cincinnati, posted this Q3 ’18 SP 500 revenue update to…

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Posted in: SP 500 Revenue Growth

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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